• Developed a relationship management team and implemented sales strategies for five RM’s to service telecommunication/server rental customers and lead generation business, the underlying theme was to change the company strategy from reactive customer service to a proactive sales force assisted in growing the business by 500% in two years.• Creation of marketing programs such as webinars, instruction videos, cross-channel marketing campaigns to promote interest and adoption of the telecommunication platform.• Through equal parts vision and hands on leadership, created 6 nationwide data centers with over 250 computer servers to allow clients worldwide to lease our computers and provide those clients consulting services for an end to end marketing solution for all the tools a company needs for successfully selling their products and services.• Development and supporting ongoing client retention policies for existing and for new customers, improving a net improvement from a 35% retention rate to a 90% retention rate.• Instituted a new commission-based compensation structure to reward productive salespeople which assisted in the 500% growth over a two-year period.• Development, implementation and marketing of Linespan.com, online telecommunications platform for telephone calls and SMS messaging as an API and a stand-alone browser product.• Installed and launched Insightly.com CRM System to track clients and sales.• Recognized for the implementation of technology and service strategies to support increased workflow of 400% while reducing headcount and maintaining service levels.• Created a new Independent Sales Office platform for lead development to include personal loans and business funding, which produces an average of $50,000 per month in revenue.• Lead negotiation activities of vendor service contacts with various lenders.

• Developed and launched a hedge fund transparency service offering, historically MPI had been an analytic reporting software firm, this was the first time MPI looked to market their intellectual capital and expertise operating the software to explain the behavior of hedge funds.• Focused on development of partnerships to distribute the new service offering.• Mentored analysts on how to tell the story behind the numbers in their analytic reports.• Traditionally MPI sold their software products directly to firms on a one to one basis, this new offering would be sold through intermediaries in a one to many type of approach. • Large fund of fund administrator was the first partner signed for a minimum of 4.5 million dollars over three years to provide their clients Hedge Fund Transparency Reports.• The second partner signed was a risk platform provider to complement their existing product with hedge fund transparency reporting.

• New business development of the BondDesk Fixed Income Trading System to the country’s largest broker/dealer and clearing firms.• Responsible for building a territory, creating product awareness and establishing relationships nationwide. • Sold first significant new account for BondDesk in over 3 years with a Total Contract Value of $800,000• Commitment to expand a small relationship of $250,000 with a significant broker/dealer firm for an estimated Total Contract Value of 2.25 million dollars in additional revenue over three years.• Key contributor and subject matter expert for new business initiative to penetrate Managed Money and Rep as Portfolio Manager platforms with strategic partners to provide tools to expand the number of advisors buying individual bonds.• Built strategic partnership with Turn Key Asset Management Platforms (TAMP’s) such as Vestmark, Envestnet, FolioDynamix, Citi Open Wealth and Tamarac to provide bond offerings to their managed money offerings.• Created a train the trainers program, consisting of scripted demos, scripted presentations and new product education materials.

• Focused on new business development of Wilmington Trust’s Retirement Platform for qualified and non-qualified plans while cross selling Wilmington Trust’s personal trust, estate planning platform.• Territory consisted of 33 states focusing on the $5 - $100 million-dollar retirement market.• Development of a Retirement Workshop to educate senior advisors to more effectively prospect and sell retirement plans.• In 2010 rose over a billion dollars of new assets in qualified retirement plans, endowments and foundations.• Creation of quarterly collective fund manager updates for advisors to use for client meetings using Zephyr Analytics.• Pension fund asset allocation portfolio construction and proposal generation using Zephyr Analytics.Product Manager/Relationship Manager/Vice President • Market the UBS Fiduciary Trust Company’s Collective Fund Platform to Defined Benefit and Defined Contribution Plans.• Built relationships with the largest producing financial advisors at UBS.• In years 2005-2007, as the sole wholesaling support for the entire country raised between 500 and 700 million dollars per year of new assets in the 5 - 100-million-dollar size retirement plan market segment.• Established "Cluster" education meetings to draw 15-20 top tier advisors per region into one location for product education and industry trends discussions to increase product penetration.• Created advisor education pieces, “Articulating your Value Proposition” and a Sales Guide for Corporate Retirement Plans• Development and management of new product offerings, including: retirement asset allocation models, online advice website for participants, target date retirement funds and a bundled 401(k) offering.• Investment Committee member for the selecting and ongoing due diligence of the investment managers on the platform.• Portfolio modeling and strategist for implementing custom asset allocations for pension plans based on client needs.

National Sales Director June 1996 – December 2004• Supervised 2 national financial services product teams totaling five salespeople and two consultants, selling an investment management platform to firms, while continuing to sell the platform in the New York Metro region.• Headed a new product launch, which included implementing a new sales and consulting team and building the internal infrastructure necessary to support the new product, sales for first year totaled 220% of plan.• Collectively each sales team achieved over 130% of quota for fiscal 2000 through 2003 and on average 80% of the sales team was admitted into Presidents Club for achieving more than 110% of their individual quotas. • Assisted money management firms to initiate/expand their presence in SMA’s through consulting and education.Sales Executive • Achieved Presidents Club six years consecutively by surpassing my new sales quota by 135%-220% per year.• Manage all aspect of the sales process including: prospecting, RFP’s, presentations, contract negotiations.